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Farm Bureau Financial Services Road Map For The Future - YouTube
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many Americans today particularly those
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in the 35 to 55 age range have no plan
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in place to reach their goals and
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objectives for retirement Americans need
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accessible affordable advice and the
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power of a trusted adviser is essential
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to being able to create a roadmap for
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their future Farm Bureau financial
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services and their trusted advisors put
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together a comprehensive plan covering
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everything from insurance planning to
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investment planning we travel to their
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headquarters in Des Moines Iowa to hear
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how the addition of wealth management
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services are adding to their robust
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product offering
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it all started in Des Moines Iowa back
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in 1939 when the Iowa farm Bureau
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Federation founded Farm Bureau mutual
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insurance company to meet the unique
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insurance needs of farmers as the
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company grew services including auto
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home and property commercial and life
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insurance were added today agents and
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staff across eight western and
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Midwestern states build relationships
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with people from all walks of life rural
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urban and everyone in between across
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these eight states and in another six
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states agents and advisers offer
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products and comprehensive planning
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services that include insurance
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investments financial planning and
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wealth management solutions our purpose
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here at Farm Bureau financial services
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is protecting livelihoods and futures
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and the financial planning and
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investment part combined with life
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insurance really gets into planning for
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the future and protecting those
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livelihoods we just don't believe that
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you can have one without the other side
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of the coin as well it's such a big need
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for Americans to make sure that they not
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only have a plan but they have a way to
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go out and achieve that plan and today
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unfortunately when we look out across
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the landscape all too many of our
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neighbors or friends and our family
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haven't had the opportunity to sit down
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and get that plan if we have a roadmap
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we can literally lay out where you need
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to be at this point and where you need
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to be at this point and I think when you
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when you have that information in front
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of you and you have a goal you're you're
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gonna you're gonna tain it while many
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people have a vision for what they want
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in their retirement most lack the
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roadmap to get from where they are now
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to where they want to be Farm Bureau
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Financial Services and their trusted
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advisors work with their clients to help
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prepare for the worst plan for the best
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and invest to make it happen it speaks
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to me that when I sit down with a client
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we are working together on a plan it's
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not I'm the expert I'm going to tell you
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what to do it's it's the feedback where
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you tell me where in what direction you
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go and I'll help you help you get there
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Farm Bureau Financial Services your
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future at Vantage process takes a deep
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dive into a client's entire situation
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and offers a holistic approach to
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financial planning
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we get that chance to sit down and
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leverage the relationship leverage the
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trust leverage the years of friendship
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and experience that we have those client
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members to make sure that they've
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thought of everything that we're
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providing a holistic plan and giving the
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proper amount of advice to make sure
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that they can retire comfortably and
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hopefully fulfill all their dreams to
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not just their needs asset consolidation
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is extremely important for a
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comprehensive plan instead of a
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fragmented approach working with
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multiple agents or advisors Farm Bureau
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Financial Services clients work with a
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single trusted person who understands
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their needs we strive to position our
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agent to be a one-stop resource for all
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of the financial needs of one of our
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clients from basic auto insurance
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protection to more complex commercial
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insurance protection but also financial
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services which includes you know life
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insurance and long term financial
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planning Farm Bureau financial services
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clients rely on their agent to be there
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as a true and trusted partner and it's
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all built on a solid foundation and
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trusted relationship at the end of the
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day I want to be my clients guy you know
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when when they you know talk to someone
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at church or talk to some a co-worker I
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want them to tell him you got to work
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with our guy he helps us helps us with
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everything to be able to tell a client
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and their spouse that you're going to be
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ok is is the most rewarding thing we can
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do algorithms and technology are
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certainly important but that human touch
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taking the time to get to know someone
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their fears their dreams their
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aspirations you know what keeps them
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awake at night what gets them excited is
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really valuable and working those
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components into a financial plan it's
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clear as we've seen today you can't
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substitute knowing the client when it
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comes to planning and protecting the
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ability to have a trusted adviser a real
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person to help cover your insurance
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needs and help ensure you're headed down
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the right path to achieve goals is
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essential at Farm Bureau financial
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services they say it's your future let's
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protect it and that's exactly what their
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advisors are doing every day in West Des
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Moines Iowa I'm Rick swallow
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